Cazenove regional business development manager Kim Nelson discusses risk consideration in business.
Mifid II will force fund managers to unbundle the costs of their investment research
Nearly half of Money Marketing readers think that advisers should have discretionary permissions, our latest poll shows. In a survey of 120 readers on the Money Marketing website, 43 per cent said advisers should have discretionary permissions. 40 per cent said they should not, and 17 per cent remained undecided. Many discretionary managers have reported […]
Royal London has defended moving its Ascentric platform to an “all-in” pricing structure earlier this year, saying the decision has paid off with a spike in Sipp accounts. In May, Ascentric moved to a single account charge, ditching trading fees and charges for Sipp and drawdown administration. However, portfolios under £1m are now charged at […]
Sales skills in themselves are not a bad thing. It comes down to whether they are truly being used for the benefit of the client, not the adviser.
Simon Cooper, Business Development Director, looks at how Cazenove Capital’s approach to continuing professional development encourages advisers to step out of their comfort zone
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Industry should focus on annuitisation as a concept rather than an annuity as a product In last month’s article, I looked at how retirement advice does not have to be black or white. There are solutions that bridge the gap between annuities and drawdown, and plenty of scope to innovate the way advice is delivered. […]
The Financial Ombudsman Service has ruled against Friends Life for giving unsuitable advice on a pension transfer from a defined benefit scheme. In the ruling Mr S complains the advice he received from Friends Life to move pension benefits from his former employer’s final salary scheme to a personal pension arrangement was not suitable. In […]
As we enter year nine of the “great recovery”, there is talk about good economic numbers amid rising levels of political risk. But just how is the world so much riskier now than in periods around, say, the Cuban Missile Crisis or the remilitarisation of the Rhineland? Not all political risks are alike, nor do […]